Our Awards

2016

Shortlisted - Financial Adviser of the Year (small to medium firm) in the MoneyAge Awards 2016

Winner of Best Lifestyle Financial Planning Firm – Renfrewshire Management Awards 2016

Vouched For UK Top 250 Independent Financial Adviser 2016

 

2015

Nominated in The Finance Awards 2015, sponsored by the Wealth & Finance International

Moneyfacts Life & Pensions awards 2015 – Finalist – Tax & Estate Planner of the Year

UK Top Rated IFA 2015

Aberdeen UK Platform Awards 2015 – Finalist – Leading Adviser Practice

 

2014

Unbiased Media Awards 2014 - Finalist - Retirement Adviser of the Year

Unbiased Media Awards 2014 - Finalist - Pension Adviser of the Year

UK Top Rated IFA 2014

 

2013

Unbiased Media Awards 2013 - Finalist - Pension/Retirement IFA Adviser of the Year

Citywire New Model Adviser Top 100 - 2013

Vouched for firm award - Best Rated Independent Financial Adviser firm in Renfrewshire

New Model Adviser Awards 2013 Finalist - Scotland & Northern Ireland

Moneyfacts Life & Pensions awards – Finalist – Tax & Estate Planner of the Year

 

2012

Citywire New Model Adviser of the Year – Finalist – Scotland & NI

Citywire New Model Adviser Top 100 - 2012

 

2011

Citywire New Model Adviser of the Year – Finalist – Scotland & NI

 

2010

Good Advice Awards 2010 Tax and Estate Planner of the year

Professional Adviser Awards 2010 Winner - Innovative IFA of the year

Citywire New Model Adviser of the Year – Winner – Scotland & NI

 

2009

 

MoneyFacts Good Advice Awards - Commended – Best Retirement Adviser

 

2008

New Model Adviser Awards 2008 Finalist - Scotland & Northern Ireland

 

2007

Accredited Divorce Financial Planner 2007

Citywire New Model Adviser awards – Finalist – Scotland & NI

 

2005

2005 Court of the Table Member - The Million Dollar Round Table

 

2002

Business Gazelle Award for small business

 

1998

Money Marketing - IFA of the Year 1998 Finalist

Planned Savings IFA of the Year awards – highly commended Finalist – Business Assurance

 

1997

Money Marketing - IFA of the Year 1997 Finalist

Planned Savings IFA of the Year awards – highly commended Finalist – Business Assurance

 

1996

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Planned Savings IFA of the Year awards – highly commended Finalist – Business Assurance